Planned Giving
IRA Charitable Rollover
An IRA rollover allows people age 70 1/2 and older to reduce their taxable income by making a gift directly from their IRA.
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Charitable Remainder Unitrust
You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!
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